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Financial Services

With over 30 years of experience, we are here to help and make getting financial advice easy and hassle free, so let’s not put it off any longer and dive right in, I can assure you that very soon you will be elated and confident in your financial plans and future goals.

Planning for your financial future

Working with you and your money

I have been a client of David’s and Woodward Financials for many years, David has impressed me most of all as he truly cares about me and my family.

Our Financial Services

INVESTMENTS

  • ACTIVE INVESTMENT WEALTH MANAGEMENT
  • STOCKBROKING – GLOBAL SHARES PORTFOLIO more
  • PORTFOLIO PLANNING
  • INDIVIDUAL SAVINGS ACCOUNT (ISAs) more
  • INVESTMENTS – watch video
  • VENTURE CAPITAL TRUSTS more
  • SEED, ENTERPRISE INVESTMENT SCHEMES more
  • UNIT TRUSTS
  • CAPITAL INVESTMENT BOND more
  • MULTI-MANAGER AND FUND OF FUNDS OEICS
  • STRUCTURED PRODUCTS more
  • ESG or SOCIALLY RESPONSIBLE INVESTING – watch video

PENSIONS

  • AUTO ENROLMENT
  • PERSONAL PENSIONS (PPP)  GROUP PENSIONS more
  • PENSION CONSOLIDATION- watch video
  • INCOME DRAWDOWN OR USP (AKA UNSECURED PENSION)
  • FLEXI ACCESS DRAWDOWN (New Pension Rule)
  • EXECUTIVE PENSION PLANNING
  • STAKEHOLDER PENSIONS
  • SIPP (A Self-Invested Personal Pension)
  • SSAS (Small Self-Administered Scheme)
  • ANNUITIES & IMPAIRED LIFE ANNUITIES more

MORTGAGES

  • AGRICULTURAL MORTGAGES
  • BUY-TO-LET MORTGAGE more
  • HOME REVERSION PLANS (EQUITY RELEASE) more
  • COMMERCIAL MORTGAGES
  • LIFETIME MORTGAGE more
  • REMORTGAGES tracker fixed
  • NEW MORTGAGE
  • FIRST TIME BUYER MORTGAGE
  • HOME MOVER MORTGAGE
  • HELP-TO-BUY MORTGAGE
  • SHARED OWNERSHIP
  • LET-TO-BUY MORTGAGE

PROTECTION SPECIALIST

  • BUSINESS PROTECTION INSURANCE (KEY MAN) more
  • LIFE ASSURANCE morewatch video
  • CRITICAL ILLNESS INSURANCE more
  • INCOME PROTECTION more
  • FAMILY INCOME BENEFIT more
  • MORTGAGE PROTECTION more
  • MORTGAGE PAYMENT PROTECTION more
  • WHOLE OF LIFE more
  • PRIVATE MEDICAL INSURANCE more
  • RELEVANT LIFE INSURANCE

TAX EFFICIENT PLANNING

  • PRE-RETIREMENT PLANNING – watch video
  • POST-RETIREMENT PLANNING
  • EXIT STRATEGY PLANNING
  • STRATEGIC DIRECTOR PLANNING
  • LONG-TERM CARE PLANNING

WILLS

LOANS

  • BUSINESS DEVELOPMENT LOANS more
  • RISK MITIGATION SECURED LOANS

GENERAL INSURANCE

  • BUILDINGS AND CONTENTS INSURANCE

Live your best life

We focus on your financial needs and aspirations. Offering you the best wealth management service to help you preserve and manage your future. Giving you the time to focus on the important things in life.